EWM

Evercore Wealth Management Portfolio holdings

AUM $6.82B
1-Year Est. Return 20.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.42B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,102
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$21.5M
3
+$12.6M
4
AMZN icon
Amazon
AMZN
+$8.8M
5
JBL icon
Jabil
JBL
+$4.51M

Top Sells

1
+$20.1M
2
+$15.5M
3
+$7M
4
EMC
EMC CORPORATION
EMC
+$4.39M
5
NXPI icon
NXP Semiconductors
NXPI
+$4.09M

Sector Composition

1 Technology 16.6%
2 Healthcare 14.81%
3 Consumer Discretionary 14.21%
4 Financials 13.62%
5 Industrials 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$102K ﹤0.01%
618
477
$102K ﹤0.01%
2,465
478
$101K ﹤0.01%
1,352
-423
479
$101K ﹤0.01%
1,888
480
$100K ﹤0.01%
7,650
481
$100K ﹤0.01%
+3,720
482
$100K ﹤0.01%
1,235
-110
483
$100K ﹤0.01%
1,750
484
$100K ﹤0.01%
1,140
-114
485
$99K ﹤0.01%
6,378
+2,000
486
$99K ﹤0.01%
1,341
487
$98K ﹤0.01%
4,000
488
$97K ﹤0.01%
727
+302
489
$96K ﹤0.01%
11,250
490
$96K ﹤0.01%
989
-91
491
$96K ﹤0.01%
4,000
492
$96K ﹤0.01%
1,527
493
$94K ﹤0.01%
1,212
+92
494
$93K ﹤0.01%
700
495
$93K ﹤0.01%
1,200
-130
496
$91K ﹤0.01%
735
497
$91K ﹤0.01%
2,512
498
$90K ﹤0.01%
434
499
$90K ﹤0.01%
1,000
500
$88K ﹤0.01%
3,000
18 19
20
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